Barry Nash is a long-time professional in the finance industry and an experienced financial advisor and Retirement Income Certified Professional (RICP). He started his career trading stocks for Lehman Brothers and First NY Securities. He then transitioned to financial planning for C&A Financial Group because of the unique philosophy of holistic planning.
Barry’s vision and enthusiasm as an advisor is to help everyone improve their financial well-being and the best way to achieve that is through holistic planning and his first-hand experience. In his 40-year career, he has faced a wide variety of market situations and challenges, which is now a testament to the knowledge and value he extends to his clients.
The best value a Financial Advisor can offer their clients is first-hand experience. He learned the magnitude of early planning after experiencing the tragic loss of his wife at the age of 49. He had planned accordingly, not knowing that his life would change very quickly; his planning paid off. It gave him the peace of mind in knowing that he and his children were taken care of when the unexpected occurred. Living through a challenging time compelled him to fully understand the impact and reality of the planning he does, especially after living it first-hand. “Anything can happen to anyone at any time. To make sure your family and your business remain intact is a reality that must be planned for as early as possible.”
Dedication to his clients and consistent achievements earned him the Leaders Club Award.
Barry is a graduate of the University of Delaware and currently resides in Wall, NJ. When he is not working, he enjoys walking on the boardwalk and going to the theatre. He enjoys watching sports and is a NY Mets and NY Giants fan. He is also a black belt in karate. Barry is passionate about the SAVE Rescue Shelter for animals and advocating for suicide prevention. He has two adult-aged children, 2 dogs and enjoys visiting Florida on a regular basis.
Financial Representative of Guardian and Registered Representative and Financial Advisor of PAS, CA insurance license #0J1203